Arthur J. Gallagher (AJG) vs Erie Indemnity (ERIE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Arthur J. Gallagher (AJG) has outperformed Erie Indemnity (ERIE) over the past year, losing 23.0% versus a loss of 30.7%. Over five years, AJG leads with a +42.9% price change compared with +14.2% for ERIE. Arthur J. Gallagher is the larger company by market cap ($59.65 billion vs $11.61 billion), about 5.1 times the size.
On valuation, Arthur J. Gallagher trades at a lower forward P/E (15.7x vs 15.8x for Erie Indemnity). Erie Indemnity offers the higher dividend yield (2.59% vs 1.16%). Erie Indemnity converts more of its revenue into profit, with a net margin of 13.8% versus 10.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AJG | ERIE |
|---|---|---|
| Share price | $232.70 | $222.04 |
| Market cap | $59.65B | $11.61B |
| 1-day change | -0.58% | -1.99% |
| YTD return | -10.08% | -22.54% |
| 1-year return | -23.01% | -30.71% |
| 5-year return | +42.87% | +14.18% |
| P/E ratio (TTM) | 38.59 | 20.13 |
| Forward P/E | 15.72 | 15.85 |
| EPS (TTM) | $6.03 | $11.03 |
| Dividend yield | 1.16% | 2.59% |
| Annual dividend | $2.70 | $5.75 |
| Revenue (latest FY) | $13.94B | $4.07B |
| Revenue growth (YoY) | +20.66% | +7.17% |
| Net income (latest FY) | $1.49B | $559.34M |
| Operating margin | — | 17.63% |
| Net margin | 10.72% | 13.75% |
| 52-week high | $304.57 | $330.54 |
| 52-week low | $190.75 | $204.63 |
| Distance from 52-week high | -23.60% | -32.83% |
| Analyst consensus | buy | none |
| Avg. price target upside | +22.12% | — |
| Average volume | 1.40M | 268.17K |
| Shares outstanding | 256.34M | 46.19M |
| Employees | 67,456 | 6,667 |
| Sector | Finance | Finance |
| Industry | Specialty Insurers | Specialty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Arthur J. Gallagher is about 5.1 times larger than Erie Indemnity by market value ($59.65B vs $11.61B).
- Arthur J. Gallagher trades at a higher earnings multiple (38.6x vs 20.1x trailing P/E).
- Erie Indemnity offers a meaningfully higher dividend yield (2.59% vs 1.16%).
- Arthur J. Gallagher grew revenue faster in its latest fiscal year (+20.66% vs +7.17%).
About Arthur J. Gallagher
AJG stock →Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide.
Finance · Specialty Insurers · 67,456 employees
About Erie Indemnity
ERIE stock →Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services.
Finance · Specialty Insurers · 6,667 employees
AJG vs ERIE FAQ
Which is bigger, Arthur J. Gallagher or Erie Indemnity?
Arthur J. Gallagher (AJG) is larger, with a market capitalization of $59.65B compared with $11.61B for Erie Indemnity (ERIE).
Which stock has performed better over the past year, AJG or ERIE?
AJG returned -23.01% over the past 12 months, compared with -30.71% for ERIE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AJG or ERIE?
ERIE has the lower trailing P/E at 20.1, versus 38.6 for AJG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arthur J. Gallagher or Erie Indemnity?
Erie Indemnity has the higher yield at 2.59%, compared with 1.16% for Arthur J. Gallagher.
Are Arthur J. Gallagher and Erie Indemnity in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.